MidWestOne Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

MidWestOne Financial Group’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.07M	Sell	40,390 -30,906	-43%	-$829K	0.12%	157
2025 Q3	$1.92M	Buy	71,296 +6,013	+9%	+$161K	0.23%	95
2025 Q2	$1.74M	Buy	65,283 +20,432	+46%	+$541K	0.23%	100
2025 Q1	$1.21M	Buy	+44,851	New	+$1.18M	0.17%	128
2024 Q1	–	Sell	-11,084	Closed	-$289K	–	299
2023 Q4	$289K	Buy	+11,084	New	+$282K	0.06%	241
2022 Q2	–	Sell	-15,420	Closed	-$468K	–	236
2022 Q1	$468K	Hold	15,420	–	–	0.1%	179
2021 Q4	$485K	Buy	15,420 +5,552	+56%	+$175K	0.1%	176
2021 Q3	$309K	Buy	+9,868	New	+$311K	0.07%	196

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MidWestOne Financial Group's SCHP Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 43% in Q4 2025, selling an estimated $829K and leaving 40,390 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #157.

MidWestOne Financial Group first reported a position in SCHP in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.92M in Q3 2025. 712 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

MidWestOne Financial Group held 40,390 shares of Schwab US TIPS ETF worth $1.07M as of Q4 2025.
MidWestOne Financial Group sold 30,906 Schwab US TIPS ETF shares in Q4 2025, an estimated $829K.
Schwab US TIPS ETF made up 0.12% of MidWestOne Financial Group's portfolio in Q4 2025, its #157 holding.
MidWestOne Financial Group first reported a position in Schwab US TIPS ETF in Q3 2021 and has held it in 8 quarters since.
MidWestOne Financial Group's Schwab US TIPS ETF position peaked at $1.92M in Q3 2025.
712 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.